Routing rules
Send responses to the assigned LO, a backup or a team queue.
Lead coverage
No homeownerleft waiting.
Every response from a past client reaches a loan officer who can act on it, even when the original LO is out or gone.
OpenThe Patel family, Book a callLena H., Email reply
Picked upMarcus T., TextAna R., Call back
CoveredThe Nguyen family, BookedBen C., Answered
How it works
Know who’s responding and who’s covering it.
Coverage for departures
Reassign a departed LO’s clients so their homeowners still hear from someone.
Team visibility
See which responses were picked up and which are still open.
On every report
One tap from homeowner to loan officer.
Each home report has one-tap Book a call, Call, Text and Email buttons. Routing decides which loan officer those reach, and email replies land in that LO’s inbox.
The dashboard shows opens and clicks, so your team can see which clients are engaging and follow up first.
- Book a call, Call, Text and Email on every report
- Replies go to the covering loan officer
- Open, click, bounce and unsubscribe rates on the dashboard
Your home report
Estimated value$548,000
CallTextEmail
Estimated equity$212,400
Your loan officerPriya S. (covering)
A response, start to finish
What happens when a homeowner reaches out.
- 1
They tap a button
A homeowner books, calls, texts or emails from their report.
- 2
Routing picks the LO
Your rules send it to the assigned loan officer, a backup or a team queue.
- 3
You see it’s covered
Team leads see which responses were picked up and which are still open.
Related
Coverage works best with these.
FAQ
Questions, answered.
Still curious? Talk to us or book a demo.
Can I route responses to a teammate?
Yes. Routing rules send responses to the assigned LO, a backup or a team queue.
What happens to a departed LO’s clients?
An admin reassigns them, and homeowners keep getting reports from the loan officer now covering them.
Can I see which responses are unanswered?
Yes. Team visibility shows which responses were picked up and which are still open.
Does lead coverage guarantee more business?
No. It makes sure responses reach someone who can act on them. What happens next is up to your team.
Make sure every response gets an answer.
Book a demo and we’ll set up routing around how your team works.